“It is like having an in-house fractional head of engineering and a fully functional dedicated team.”
Adam Smith
VP of Product · Truckerpath Insurance
Renewal remarketingFor independent insurance agencies · US
Every renewal re-marketed,
not just the ones you got to.
Remarketing is the work that quietly decides your retention, and it is the first thing to slip when the week gets busy.
Working with
Client relationships include work through Alfabolt, NativeBase's parent company.
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We surface what is expiring, re-quote it across your carriers, and hand the producer a package that is ready to present, before the insured starts shopping on their own.
- Expiring policies surfaced from your AMS on a schedule you set
- Applications prefilled and submitted across your carriers
- Quotes collected, normalised, and compared side by side
- A ready-to-present package in the producer’s hands before expiry
Works with EZLynx · HawkSoft · NowCerts · QQCatalyst · AMS360 · Applied Epic
“It is like having an in-house fractional head of engineering and a fully functional dedicated team.”
Adam Smith · Truckerpath Insurance · read more →
What changes
The loop you run today, and the one that replaces it.
Today · by hand
- Someone runs an expiration report, usually later than they meant to.
- The account is reviewed to see what changed since last term.
- The same application data is rekeyed into three or four carrier portals.
- Quotes trickle back over days and get compared in a spreadsheet.
- The renewals nobody reached go out as-is, and some of them leave.
After · running for you
- Expiring policies surfaced from your AMS on a schedule you set
- Applications prefilled and submitted across your carriers
- Quotes collected, normalised, and compared side by side
- A ready-to-present package in the producer’s hands before expiry
~6 hours saved · per producer, every week
What we build
The pieces, not a platform.
Deterministic where a wrong number matters, AI where it earns its seat, and you approve which is which. Nothing here asks your team to learn a new system.
Renewal radar
Expiring policies pulled from your AMS on a rolling window (60, 90, whatever you work to) with the accounts worth remarketing flagged rather than the whole list dumped on someone.
Account refresh
What changed since last term (vehicles, drivers, payroll, locations, loss activity) assembled from the AMS record so the application going out reflects the risk today.
Multi-carrier submission
ACORD applications prefilled from the account and pushed into your carrier portals, the same submission run across every market you want quoted, without rekeying it each time.
Quote collection and comparison
Quotes retrieved as they come back, parsed into a like-for-like comparison of premium, limits, and deductibles, so the producer is comparing coverage rather than PDFs.
Producer package
A single package per account: current terms, what changed, what each market returned, and the recommendation. Ready to present, not ready to assemble.
Write-back
Premiums, policy numbers, and carrier documents synced into the right AMS fields once the renewal is bound, so the file closes itself.
How it actually works
You record a Loom. We do the rest.
No statement of work, no change orders, no “out of scope”. A named build lead in your Slack from day one, working inside the setup you already have.
Monday, 7:42am
loom · 4:12
“Every renewal, we rekey the same application into four carrier portals and wait days for quotes. Half the book never gets remarketed because nobody has time.”
what you’d send us
Friday
Friday, 9:30am
running · v1.0
↳ pulled 62 expiring policies✓
↳ submitted to 4 carriers✓
↳ packaged quotes for producers✓
~6 hours saved · per producer, every week
What clients actually say
Engineers who already speak insurance.
“Alfabolt took over our digital platform and internal systems, improved functionality fast, and cut hosting and infrastructure costs by 50%.”
After just a few months, they were a fully integrated part of our team.
Julie Zimmer
CEO · Luckytruck
Questions
Renewal remarketing questions, answered.
How many carriers can you remarket across?
As many as you have appointments with and can reach through a portal or API. Agencies typically start with the five or six markets that write most of their book, then add more once the loop is running.
Do we have to change AMS or learn new software?
No. We run on top of the AMS you already use (HawkSoft, NowCerts, AMS360, EZLynx, Applied Epic, QQCatalyst). Your producers keep working where they work now.
Does a producer still control what gets sent?
Yes. You decide which accounts get remarketed and which markets they go to, and nothing binds automatically. We do the assembly and submission work; the judgement stays with your team.
What about accounts that should not be remarketed?
You set the rules, whether that is account size, loss history, or a do-not-shop flag on the account. The radar respects them, so the list a producer sees is the list worth working.
How fast can we get started?
Send a Loom on Monday and you watch it run on your real renewal list that Friday. Month to month, you own everything, cancel anytime.
What does it cost?
It starts free: a 20-minute call and a written automation map of the 3 to 5 workflows worth automating first. Then we build your first automation in 14 days. It costs $2,499 one time. You are charged only if it is live and your team is using it by day 14. If it is not, you pay nothing. After that, the monthly plan is a flat $2,499 a month. The fee does not go up with each workflow, build or carrier. It keeps everything we built running and adds up to 4 new builds a month. $4,499 a month runs two build lanes. Month to month. Pause or cancel any time. You keep everything we built. No per-quote or per-carrier charges.
Next step
Bring the renewal list eating your week.
Twenty minutes, no deck. Show us the task, we tell you whether we can automate it and what it would cost. If the answer is no, we’ll tell you who can.
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